Business Details
Trusted Tax and Accounting Services in Towson, MD
Founded by Marc L. Lichtenberg with over 35 years of tax planning and accounting experience, ML Lichtenberg & Associates & Associates is a boutique firm dedicated to personalized client service. We prioritize accessibility, offering timely counsel to navigate the evolving tax landscape. Our team of seasoned professionals delivers clarity through one-on-one collaboration, ensuring accuracy and proactive strategies in individual and business tax compliance. As trusted advisors, we work year-round to align financial goals with tangible outcomes, emphasizing technical expertise and client engagement. Our approach includes secure electronic portals, quality control reviews, and tailored tax planning to address both immediate needs and long-term objectives.For businesses, we provide comprehensive compliance and strategic insights, leveraging frequent interactions to deepen our understanding of operations. Estate, trust, and gift tax services are handled with coordination among legal and financial professionals to optimize tax efficiency. Our planning methodology focuses on reducing or deferring tax burdens through data-driven projections and multi-scenario analysis. We collaborate with external advisors to deliver holistic solutions, addressing major life events and complex financial decisions. This client-centric philosophy ensures transparency, reliability, and a commitment to exceeding expectations in every engagement.
Services
Individual Tax Services
Business Tax Compliance
Estate Trust Tax
Tax Planning
Consulting
Highlights and features
- We offer over 35 years of specialized tax planning expertise.
- Our one-on-one approach ensures personalized service and clarity.
- We utilize secure electronic portals for efficient document exchange.
- Frequent business client interactions deepen operational understanding.
- We collaborate with external advisors for comprehensive solutions.
Services
Individual Tax Services
We provide individual income tax preparation with a one-on-one approach, ensuring accuracy and proactive planning. Our process includes document verification, tax strategy identification, and a multi-step quality review. Secure electronic portals and year-round advisory support help clients meet both immediate compliance needs and long-term financial goals through personalized guidance.
Business Tax Compliance
Specializing in S Corporations and partnerships, we deliver tax compliance services that extend beyond return preparation. Regular consultations assess financial performance, implement tax reduction strategies, and manage cash flow for tax obligations. Our frequent interactions with clients provide operational insights, enabling timely advice on entity structure and individual tax implications of business decisions.
Estate Trust Tax
Our estate, trust, and gift tax services focus on tax efficiency between entities and beneficiaries. We collaborate with attorneys and financial advisors to align tax strategies with trust objectives, preparing returns and optimizing intergenerational wealth transfer. Gift tax return preparation ensures compliance while supporting broader estate planning goals through coordinated professional guidance.
Tax Planning
We employ proactive tax planning strategies to reduce or defer tax liabilities through income/expense timing analysis. Multi-scenario projections address income fluctuations and major life events, while collaborating with investment and insurance professionals ensures comprehensive solutions. Our approach combines technical expertise with personalized forecasting to optimize tax outcomes across changing financial circumstances.
Consulting
As year-round advisors, we provide ongoing tax consulting to address evolving business and personal financial needs. Services include cash flow analysis, entity structure evaluation, and integration of tax strategies with broader financial plans. By working closely with external advisors, we deliver tailored solutions that align with clients' long-term objectives while maintaining compliance with regulatory requirements.
People
Marc Lichtenberg
Founder
Marc L. Lichtenberg founded the firm with over 35 years of tax planning expertise, emphasizing personalized client service and proactive financial strategies through a boutique firm model.
Greg Farnworth
CPA
Greg Farnworth, CPA, contributes specialized tax compliance and consulting expertise, supporting clients with strategic financial planning and regulatory adherence through collaborative advisory services.
Jamileh Dyer
CPA
Jamileh Dyer, CPA, provides comprehensive tax planning and compliance solutions, focusing on accuracy and client education to optimize financial outcomes across individual and business tax scenarios.
John Tronolone
CPA
John Tronolone, CPA, specializes in business tax strategies and year-round advisory services, delivering operational insights that align tax planning with organizational growth objectives and financial stability.
Elizabeth Mettille
CPA
Elizabeth Mettille, CPA, focuses on individual tax compliance and proactive planning, ensuring clients receive personalized guidance to navigate complex tax regulations and achieve financial clarity.
Questions
What individual tax services do you offer?
We provide comprehensive individual tax preparation with one-on-one consultations, document verification, and proactive tax strategies tailored to your financial situation.
How do you handle business tax compliance?
We specialize in S Corporation and partnership tax services, combining compliance with strategic planning through regular business performance assessments and tax optimization strategies.
Do you provide estate and trust tax planning?
Yes, we prepare estate, trust, and gift tax returns while collaborating with legal and financial professionals to optimize tax efficiency for intergenerational wealth transfer.
What sets your tax planning apart?
Our proactive approach includes multi-scenario projections, cash flow analysis, and coordinated strategies with external advisors to reduce or defer tax liabilities across changing financial circumstances.
How can I securely share documents?
We utilize a two-way secure electronic portal for transmitting tax documents and delivering returns, ensuring confidentiality and convenient access throughout the process.
Are you available for year-round consultations?
Yes, we offer ongoing advisory services to address tax questions, implement planning strategies, and adjust financial plans as your business or personal circumstances evolve.
